QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

833 hedge funds and large institutions have $14.4B invested in iShares MSCI USA Quality Factor ETF in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 290 increasing their positions, 339 reducing their positions, and 89 closing their positions.

Holders
833
Holders Change
-23
Holders Change %
-2.69%
% of All Funds
14.09%
Holding in Top 10
96
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-15.79%
% of All Funds
1.62%
New
76
Increased
290
Reduced
339
Closed
89
Calls
$1.5M
Puts
$8.76M
Net Calls
-$7.26M
Net Calls Change
+$1.28M

Top Buyers

1
BTI
1
Blue Trust Inc
Georgia
$152M
2
SW
2
SVB Wealth
Massachusetts
$96M
3
CHP
3
Cable Hill Partners
Oregon
$34.6M
4
M&T Bank
4
M&T Bank
New York
$215M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$451M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$4.01M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$24.7M
3
AF
3
Allworth Financial
California
$21.5M
4
Ameriprise
4
Ameriprise
Minnesota
$515M
5
AWM
5
AE Wealth Management
Kansas
$32.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BBPWM
826
Blue Bell Private Wealth Management
Pennsylvania
$2K 18 – –
Bank of Montreal
827
Bank of Montreal
Ontario, Canada
$1.93K 14,468 -651 -4%
FMP
828
Financial Management Professionals
Texas
$1K 10 – –
ACA
829
Aptus Capital Advisors
Alabama
$1K 8 – –
WOSD
830
WFA of San Diego
California
$1K 5 +5 New
KFAA
831
Klaas Financial Asset Advisors
Illinois
$1K 9 +9 New
MFC
832
Morris Financial Concepts
South Carolina
$1K 11 +11 New
BRWM
833
B. Riley Wealth Management
Tennessee
$527 4,715 -1,109 -19%
WIM
834
Westside Investment Management
California
$30 276 – –
SEM
835
Strategic Equity Management
Arizona
– – -69,925 Closed
WAS
836
Wealth Advisory Solutions
Indiana
– – -62,791 Closed
SWM
837
Scissortail Wealth Management
Oklahoma
– – -37,411 Closed
FCA
838
FinTrust Capital Advisors
South Carolina
– – -15,745 Closed
BCP
839
Blackhawk Capital Partners
Wisconsin
– – -13,478 Closed
BT
840
Brandywine Trust
Delaware
– – -8,669 Closed
FT
841
Fiduciary Trust
Massachusetts
– – -6,599 Closed
LAS
842
Lloyd Advisory Services
Georgia
– – -6,463 Closed
AR
843
Apeiron RIA
Texas
– – -5,751 Closed
SIM
844
Studio Investment Management
Illinois
– – -5,353 Closed
AA
845
Advisory Alpha
Michigan
– – -5,079 Closed
SC
846
Soundwatch Capital
Connecticut
– – -4,865 Closed
CCM
847
Carlson Capital Management
Minnesota
– – -4,851 Closed
EP
848
Eudaimonia Partners
Tennessee
– – -4,839 Closed
HT
849
HighTower Trust
Texas
– – -4,678 Closed
MAC
850
Mason & Associates (California)
California
– – -4,501 Closed
32 33
34
35 36